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Jennifer Carlson Mullins

DL CARLSON INVESTMENT GROUP INC.·CONCORD, New Hampshire
Clean recordDL CARLSON INVESTMENT GROUP INC.
TWO CAPITAL PLAZA, CONCORD, NH 03301CRD# 4939587Firm CRD# 105729

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Carlson Mullins · CONCORD, NH
Registration
CRD #4939587 · DL CARLSON INVESTMENT GROUP INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Carlson Mullins is a registered financial advisor based in CONCORD, New Hampshire, affiliated with DL CARLSON INVESTMENT GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DL CARLSON INVESTMENT GROUP INC.
CARLSON INVESTMENTS
AUM
$635M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at DL CARLSON INVESTMENT GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4939587
Firm CRD# 105729
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Carlson Mullins offer?
Jennifer Carlson Mullins specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CONCORD, New Hampshire for a consultation.
What are Jennifer Carlson Mullins's credentials?
Jennifer Carlson Mullins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Carlson Mullins located?
Jennifer Carlson Mullins is based in CONCORD, New Hampshire, working with DL CARLSON INVESTMENT GROUP INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Jennifer Carlson Mullins charge for services?
Jennifer Carlson Mullins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DL CARLSON INVESTMENT GROUP INC.?
DL CARLSON INVESTMENT GROUP INC. has approximately 14 employees and manages $635M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DL CARLSON INVESTMENT GROUP INC.

Jennifer Anne Johnsrud
CONCORD, NH
Peter David Carlson
CONCORD, NH
David Littlefield Carlson
CONCORD, NH
James Roger Mullins
CONCORD, NH
Amy Elizabeth Carlson
CONCORD, NH
Rosamond Chenowith Carlson
CONCORD, NH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in New HampshireNational Fee Analysis
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